*Support Financial Advisor (not actively hiring, but always open to exploring mutually benefici[...]

rebel Financial; Groveport (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a mission-driven firm as a Support Financial Advisor, where you'll leverage your CFP expertise to support clients and senior advisors. This mid-level role emphasizes client service and business development, making a significant impact in a values-driven environment. Ideal for a proactive professional ready to grow their advisory skills and contribute to firm growth.

Qualifications

• CFP designation required.
• Minimum 2 years in financial planning or advisory services.
• Bachelor's degree with emphasis in financial planning or business preferred.

Responsibilities

• Engage new prospects and convert leads into clients.
• Run introductory and ongoing client meetings.
• Conduct financial planning research and prepare deliverables.

Skills

Client communication

Organizational skills

Analytical skills

Critical thinking

Business development

Education

Bachelor’s degree

Tools

Advyzon

eMoney

Job description

Why Choose Us?

At rebel Financial, we’re proud to break away from the status quo of traditional financial firms. We believe in putting people before profits while delivering top-tier financial and investment services. As a socially conscious enterprise, we combine technical excellence with human-focused values—helping our clients thrive while building a better financial industry.

We embrace innovation and efficiency, using leading-edge technology such as Advyzon, eMoney, and HubSpot to streamline our work and elevate the client experience. If you’re a certified and experienced professional ready to grow your impact, we invite you to join a mission-driven firm that’s redefining financial planning.

Position Overview

The Support Financial Advisor is a mid-level position for a credentialed and experienced advisor. This role is ideal for a CFP professional with at least 2 years of experience who is confident in both client service and business development.

You’ll play a critical role in supporting the firm and senior advisors through client onboarding, service delivery, and retention efforts. You will run introductory meetings, manage relationships with eRebel-level clients, and guide them through our planning process as they transition to Silver and Gold service tiers.

In addition to technical planning work, this position requires a proactive mindset, sales aptitude, and a passion for helping clients meet their financial goals.

Key Responsibilities

• Engage new prospects and help convert leads into long-term clients.
• Serve as the main point of contact and advisor for eRebel clients.
• Run introductory and ongoing client meetings with professionalism and care.
• Conduct in-depth financial planning research and prepare deliverables for meetings.
• Provide ongoing service and account maintenance.
• Collaborate within a team-based advisory model to support broader firm objectives.
• Identify planning issues and implement customized solutions.
• Embrace and apply rebel Financial’s planning and investment philosophy.
• Contribute to firm growth through business development and relationship building.
  
  

What We’re Looking For

• Certifications: Must hold the CFP designation.
• Experience: Minimum of 2 years in financial planning or advisory services.
• Education: Bachelor’s degree required; emphasis in financial planning or business preferred.
• Preferred Traits & Skills:
  • Proven experience in a client-facing financial advisory role.
  • Comfortable with both technical planning and client communication.
  • Experience with financial services technology (Advyzon, eMoney, etc.) is a plus.
  • Strong organizational, analytical, and critical thinking skills.
  • Excellent verbal and written communication.
  • Ability to multi-task in a dynamic, fast-paced environment.
  • Business development experience or aptitude is strongly valued.

Your Next Step in Financial Advisory

As a Support Financial Advisor, you'll deepen your advisory expertise, work directly with clients, and take a more active role in the firm’s growth. This is a great opportunity for a CFP professional looking to elevate their impact in a values-driven, innovative environment.

Grow with us—where your work matters, your voice is heard, and your clients come first.